How Many Stars Should We Give “Morning Star Rating System”?  Perhaps  ONE-HALF or ONE STAR!

By |2017-11-21T21:32:40+00:00November 21st, 2017|Betzel Wealth Advisors, Investments, Retirement Planning|

I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds.  I want to discuss Morningstar 5 Star Rating System.  Please consider the following: Equity Index Funds by nature will never receive a Five Star rating because the Star Rating System is looking at past performance and [...]